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Viva Frei

👤 Speaker
1113 total appearances

Appearances Over Time

Podcast Appearances

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

Yeah, they flip out. So in other words, an old generation in a capitalist society becomes more conservative. Older generations in entitled society, wait, give me my check and let me sip my wine in the afternoon.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

Overall, first 100 days, I give it a C+. And I get there this way. An A-minus on the plan, but a C-minus on the execution. I thought I got too many things going at once, picking on the Fed Powell. But I gave the plan an A, but the execution got messy. And so overall, I give it a C+.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

Overall, first 100 days, I give it a C+. And I get there this way. An A-minus on the plan, but a C-minus on the execution. I thought I got too many things going at once, picking on the Fed Powell. But I gave the plan an A, but the execution got messy. And so overall, I give it a C+.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

Well, they're trying to make sentiment statements. And if the president is making this as a sentiment statement, in other words, you put a float out there to the market. You saw the way the stock market reacted a week ago when JD Vance had a very productive two days in India. The stock market loved it. Ah,

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

Well, they're trying to make sentiment statements. And if the president is making this as a sentiment statement, in other words, you put a float out there to the market. You saw the way the stock market reacted a week ago when JD Vance had a very productive two days in India. The stock market loved it. Ah,

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

Tarif Situation calming down, massive country in India coming to make a deal with the US, market loves it. Well, so too will the market like anything that turns down the heat of China versus USA. And If it really happened, you can say it. But if it didn't happen, you got to be really careful about going out there and intimating that it happened. Because the market, number one, is going to react.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

Tarif Situation calming down, massive country in India coming to make a deal with the US, market loves it. Well, so too will the market like anything that turns down the heat of China versus USA. And If it really happened, you can say it. But if it didn't happen, you got to be really careful about going out there and intimating that it happened. Because the market, number one, is going to react.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

But number two, the mainstream media is looking for any crevice or crack to say, aha, you're putting the spin on me. Yeah, the spinmeister is accusing you of spin. So, do I think there are ongoing conversations with the various ambassadorial levels and trade partners of China? Yeah, I do. Did Xi and Trump have a phone call back and forth that says, hey, I want to talk about trade? I don't know.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

But number two, the mainstream media is looking for any crevice or crack to say, aha, you're putting the spin on me. Yeah, the spinmeister is accusing you of spin. So, do I think there are ongoing conversations with the various ambassadorial levels and trade partners of China? Yeah, I do. Did Xi and Trump have a phone call back and forth that says, hey, I want to talk about trade? I don't know.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

China came pretty quick to the whip there to say, nope, we didn't have that phone call. You started this, you ratcheted it up and were concerned about it. So they came out with a full denial, either to make him look bad, even though, remember, they don't want to look bad. So if they had a confidential phone call with him and says, hey, let's talk about, let's get this calm down.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

China came pretty quick to the whip there to say, nope, we didn't have that phone call. You started this, you ratcheted it up and were concerned about it. So they came out with a full denial, either to make him look bad, even though, remember, they don't want to look bad. So if they had a confidential phone call with him and says, hey, let's talk about, let's get this calm down.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

And then he said something, let's say it happened that way. And then he says something, China's like, you're not going to make us look weak like we called you. And so they go out and deny it, even if it was true. That's China. They would absolutely deny it. On this side, if there were conversations and he kind of, Steppt on that, that's a risky thing to do.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

And then he said something, let's say it happened that way. And then he says something, China's like, you're not going to make us look weak like we called you. And so they go out and deny it, even if it was true. That's China. They would absolutely deny it. On this side, if there were conversations and he kind of, Steppt on that, that's a risky thing to do.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

I think they spoke. And I think that Xi was surprised that Trump talked about it and had to go out and do what Xi does. Deny it. No. I don't think they spoke.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

I think they spoke. And I think that Xi was surprised that Trump talked about it and had to go out and do what Xi does. Deny it. No. I don't think they spoke.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

Tom, deine Gedanken? About a year later, they announced that they had produced over 14 billion dollars worth of iPhones over the fiscal year ending August in 2024. And so they have already been moving there and they had crossed 15 percent of the iPhones were made in India as of mid 2024. 20 percent of the iPhones were made in India as of the end of 2024.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

Tom, deine Gedanken? About a year later, they announced that they had produced over 14 billion dollars worth of iPhones over the fiscal year ending August in 2024. And so they have already been moving there and they had crossed 15 percent of the iPhones were made in India as of mid 2024. 20 percent of the iPhones were made in India as of the end of 2024.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

And now they're saying all of the iPhones that are coming to the U.S., Ja. And they felt that Foxconn China had too much power. So they created this balance so they could get the two legs competing against each other. And now what this announcement says is like everything's coming from India. So India is very happy because this is accelerating. India is the new China.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

And now they're saying all of the iPhones that are coming to the U.S., Ja. And they felt that Foxconn China had too much power. So they created this balance so they could get the two legs competing against each other. And now what this announcement says is like everything's coming from India. So India is very happy because this is accelerating. India is the new China.

PBD Podcast
Carney's Win SHOCKS Canada & Trump's First 100 Days w/ ‪@VivaFrei‬ | PBD Podcast | Ep. 581

And this is making Apple happy because they're out from under tariff clouds, an issue like this. And oh, If you don't think this was like item 3H on J.D. Vance's list to talk to India's Prime Minister about on the trade talks that he had two weeks ago after Tim Cook had been talking to President Trump, then you're not paying attention. Cook talked to Trump. It was on the agenda almost certainly.